+40,257.3%
ADI vs BBWI
+1,159.1%
+39,098.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -6.3% | -4.2% | -2.1% | -5.1% |
| 30D | -3.2% | +24.9% | -28.0% | -9.1% |
| 3M | +2.8% | +13.2% | -10.5% | -1.8% |
| 6M | -5.0% | +12.1% | -17.1% | -10.3% |
| YTD | +46.3% | +11.1% | +35.2% | +36.8% |
| 1Y | +71.6% | +0.7% | +70.9% | +62.6% |
| 3Y | +139.2% | -23.8% | +162.9% | +134.9% |
| 5Y | +136.4% | -66.9% | +203.3% | +178.0% |
| 10Y | +636.2% | -45.3% | +681.6% | +515.7% |
| All | +40,257.3% | +1,159.1% | +39,098.2% | +10,057.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling